![]() Our first option (and the easiest) is for everyone out there who is setting up their QuickBooks Online for the first time (or very early on in your company’s life). Chart Of Accounts Setup for New QuickBooks Online Users The goal is to track your financial data by function and all of the above options will accomplish this by the time we’re through. Optional adventure: if you're an existing Quickbooks Online user or have a Plus level subscription you may want to use the advanced categorization feature called Classes to track your spend by function. ![]() This is going to be a choose your own adventure type exercise-because how to set up a proper SaaS chart of accounts depends on whether you are a new or existing user and which plan you have. Setting Up QuickBooks Online for Your Chart of Accounts QuickBooks does not have its default settings to do this. sales, marketing, product, engineering, support, customer successes, operations). A good SaaS chart of accounts organizes your financial data in your accounting system so you can easily track costs by function (e.g. If you can’t spare the 5 minutes I’ll give you the TL:DR version. If you’re curious about my reasoning for thinking QuickBooks Online isn’t set up properly by default, I wrote a deep dive into it here.
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